Welcome to our dedicated page for Bluerock Homes Trust SEC filings (Ticker: BHM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Bluerock Homes Trust, Inc. (BHM) SEC filings page brings together the company’s regulatory disclosures as a residential real estate investment trust (REIT) listed on the NYSE American. As an emerging growth company incorporated in Maryland, BHM files current reports, financial statements, and transaction-related documents that explain how it builds and finances its portfolio of single-family rentals, build-to-rent communities, and other residential properties.
Through its Forms 8-K and 8-K/A, Bluerock Homes Trust reports material events and acquisitions, such as the purchases of Southern Pines Reserve in Aberdeen, North Carolina, District at Parkview in Stone Mountain, Georgia, and Skytop Apartments in Cincinnati, Ohio. These filings often include descriptions of purchase structures, the use of Delaware statutory trusts, senior mortgage loans held by Fannie Mae, and borrowings under revolving credit facilities, as well as Rule 3-14 financial statements of revenues and certain operating expenses for acquired properties.
Filings also detail capital structure and equity activity. BHM discloses unregistered sales of equity securities, including long-term incentive plan units (C-LTIP Units and LTIP Units) of its operating partnership issued to its external manager, executives, and non-employee directors as part of base management fee arrangements or director compensation. These documents explain how such units may convert into operating partnership units and, subject to conditions and holding periods, into shares of Class A common stock, and how distribution equivalents are paid when common stock distributions are made.
Investors can review how Bluerock Homes Trust reports on its preferred stock and dividend practices. The company’s filings and related tax reporting information describe the 6.0% Series A Redeemable Preferred Stock, associated regular and special dividends, and the classification of distributions among ordinary income, capital gains, and return of capital for federal income tax purposes. Additional disclosures cover the Series A Preferred Stock Redemption Safeguard Policy and the authorization of a share repurchase plan for Class A common stock.
For broader financial context, BHM’s SEC documents include pro forma condensed consolidated financial statements that reflect the impact of significant acquisitions and investments, such as the Marble Capital Income and Impact Fund, LP limited partnership interest. These pro forma statements help readers understand how new investments and property acquisitions might affect the company’s balance sheet and results of operations. With real-time access to these filings and AI-powered summaries that highlight key items—such as acquisition terms, financing structures, equity issuances, and dividend-related disclosures—this page offers a structured way to analyze Bluerock Homes Trust’s regulatory reporting and capital decisions.
Bluerock Homes Trust, Inc. President Ruddy Jordan B. received a grant of 6,358 LTIP Units as long-term incentive compensation. The award was recorded at a price of $0.00 per unit and increased his directly held LTIP Units to 206,652.
According to the disclosure, the LTIP Units were issued in partial satisfaction of the base management fee owed to Bluerock Homes Manager, LLC and as reimbursement for a portion of the reporting person’s salary for services as President of the Manager. The LTIP Units were fully vested upon issuance and may convert into OP Units, which can later be redeemed for cash or, after a one-year holding period and at the issuer’s option, settled in Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. has authorized a new share repurchase plan for up to $10.0 million of its outstanding Class A common stock. The program is scheduled to begin on March 1, 2026 and run through February 28, 2027, though it may be discontinued at any time.
Repurchases are expected to be made through open market transactions, subject to market conditions, price limits and other conditions. The company states that purchases will follow the method, timing, price and volume requirements of Rule 10b-18 and remain subject to Rule 10b-5 under the Exchange Act.
Bluerock Homes Trust reported that its board has set an estimated value per share for its Series A redeemable preferred stock at $25.00 plus accreted dividends, as of September 30, 2025. This figure is intended primarily to help broker-dealers satisfy FINRA customer account statement rules.
The company engaged independent valuation firm Kroll, LLC to estimate the “as-is” market value of a 22‑investment residential real estate portfolio using primarily an income capitalization approach, supported by sales comparisons. Kroll’s analysis, combined with cash and other balance sheet items, indicated that the company’s adjusted portfolio equity substantially exceeds the Series A preferred stock liquidation value of approximately $152.2 million.
Based on this relationship, the board concluded that holders of the Series A preferred stock should use $25.00 plus accreted dividends as the estimated value per share. Bluerock emphasizes that this is a non‑GAAP, unaudited estimate, heavily dependent on valuation assumptions and not a guarantee of resale price, trading value, or ultimate liquidation proceeds.
Bluerock Homes Trust, Inc. reported indirect insider purchases of Operating Partnership units linked to its Class A common stock. A trust associated with President Ruddy Jordan B. bought 265,000 OP Units on April 3, 2023, 18,772 OP Units on June 16, 2023, and 96,618 OP Units on October 12, 2023, increasing its holdings to 507,057 OP Units.
The OP Units are in Bluerock Residential Holdings, LP, where Bluerock Homes Trust is general partner. After a one‑year holding period, each OP Unit may be redeemed for cash or, at the issuer’s option, for one share of Class A common stock.
Bluerock Homes Trust, Inc. (BHM) received an amended Schedule 13G reporting a significant passive ownership position in its Class A common stock. As of December 31, 2025, individual investor Par Olof Sanda reports beneficial ownership of 570,749 Class A shares, representing 14.1% of that class.
The filing also shows that Sand Capital Associates, LLC, a Florida entity managed by Par Sanda, beneficially owns 504,922 Class A shares, equal to 12.5% of the class. The filer certifies the shares were not acquired to change or influence control of Bluerock Homes Trust, indicating a passive investment intent.
Bluerock Homes Trust, Inc. director reported receiving long-term incentive plan units, or LTIP Units, in Bluerock Residential Holdings, LP, the operating partnership of which the company is the general partner. The filing shows an acquisition of 7,824 LTIP Units, each tied to an equal number of shares of Class A common stock.
The LTIP Units are fully vested and can convert into operating partnership units once their capital accounts match those of units held by the company. After a one-year holding period (including time held as LTIP Units), they may be redeemed for cash or, at the company’s option, settled in shares of Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. reported an insider equity grant for one of its directors. On 01/01/2026, the director received 7,824 long-term incentive plan units ("LTIP Units") of Bluerock Residential Holdings, LP, the operating partnership of which Bluerock Homes Trust is the general partner.
The LTIP Units are fully vested and can convert into operating partnership units once their capital account matches that of existing units. After this conversion and a one-year holding period, they may be redeemed for cash or, at the company’s option, settled in shares of Bluerock Homes Trust’s Class A common stock on a one-for-one basis. Following this award, the director beneficially owns 27,820 derivative securities directly.
Bluerock Homes Trust, Inc. reported an equity award to one of its directors. On 01/01/2026, the director acquired 7,824 long-term incentive plan units (LTIP Units) of Bluerock Residential Holdings, LP, the company’s operating partnership. These LTIP Units are fully vested and can convert into OP Units once their capital account matches the OP Units held by the company. After conversion and a one-year holding period (including time held as LTIP Units), they may be redeemed for cash or, at the company’s option, settled in shares of Class A common stock on a one-for-one basis. Following this transaction, the director beneficially owns 27,820 derivative securities related to the company.
Bluerock Homes Trust, Inc. reported an insider equity award involving derivative securities tied to its Class A common stock. A director received 7,824 long-term incentive plan (LTIP) units in Bluerock Residential Holdings, LP, the company’s operating partnership, with a transaction date of 01/01/2026. Following this grant, the reporting person beneficially owned 27,820 derivative securities.
The LTIP Units are fully vested. They may convert into operating partnership (OP) units once their capital account equals that of OP units held by the issuer. After conversion to OP units and a one-year holding period (including time already held as LTIP Units), they may be redeemed for cash or, at the issuer’s option, settled in shares of Bluerock Homes Trust’s Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. reported that on January 1, 2026 it granted 7,824 long-term incentive plan units (LTIP Units) of its operating partnership to each of four non-employee directors: Elizabeth Harrison, Kamal Jafarnia, I. Bobby Majumder, and Romano Tio as the equity portion of their annual retainers. These LTIP Units were issued under the company’s Amended and Restated Equity Incentive Plan for Individuals and are fully vested on issuance.
The LTIP Units may convert into operating partnership units once their capital accounts match existing operating partnership units, and those units can then be redeemed for cash or, after a one-year holding period, settled at the company’s option in Class A common stock on a one-for-one basis. Holders of these LTIP Units will receive distribution equivalents whenever the company pays distributions on its Class A common stock. The issuances relied on private offering exemptions under Section 4(a)(2) and Regulation D, with no general solicitation or advertising.